How To Install Microsoft Dynamics GP 2013 – How To Create A Company

The Microsoft Dynamics GP sample company, which I showed how to install in the last post, is good for doing a demo or for testing, but in the real world most sites will never deploy the sample company. Instead their efforts will be focused on creating a company to host their own data, which is what we’re going to take a look at in this post.

New companies are created using GP Utilities (Windows Start menu >> All Programs >> Microsoft Dynamics >> GP 2013 >> GP Utilities) and login using the sa password;

Welcome to Microsoft Dynamics GP Utilities

Click next on the Welcome to Microsoft Dynamics GP Utilities step;

Welcome to Microsoft Dynamics GP Utilities

GP Utilities will check that the system database is at the correct version and require the version information to be inspected for companies;

Upgrade Microsoft Dynamics GP

If everything checks out the next step will be the Additional Tasks one. Set the drop down combo to Add sample company data and click Process;

Additional Tasks

Enter the DB/Company ID which is restricted to five characters. This is both the database name in SQL Server and also the intercompany ID in Dynamics GP. In this example I am creating a company for Fabrikam EMEA, Inc. so I have entered TWOE as the Comapny ID and entered the Company Name.

If you want to load Shipping Methods and Payment Terms mark the checkbox and this will load some default entries.

Mark the box to load a default Chart of Accounts and pick the Business Type and Industry Type and you will get a sample Chart of Accounts, similar to that in the sample company. I’d recommend not using the default chart of Accounts and instead create your own tailored to the needs of your business.

The final option on this window is whether to copy access from another company. You can’t copy access from the Fabrikam sample company, but you can copy it from any other company. It will grant access to all users who can access the other company and give them the same Security Roles as they have in the original company;

Create Company

In the Database Setup step, the data and log files names and locations can be set. The Locations default to the SQL Server instance root folder rather than the defined default location for the data and log files so I always make sure they get changed to the correct location.

On a live server these would typically be different physical drives but this example is being created in a virtual machine which only has one drive created and so are both pointing at the same folder on the C drive;

Database Setup

Confirm the selection you made on the previous windows and click Finish;

Confirmation

Once the new company database has been created and populated with the required ojbects (tables, stored procedures and so on) the Business Intelligence Reports setup step will be displayed where you can choose to deploy the Microsoft SQL Server Reporting Services reports and Microsoft Excel reports and data connections.

I don;t yet need them in the VM so I have not selected to deploy them;

Business Intelligence Reports Setup

On Company Setup Options, choose whether to set up the company later or use one of the RapidStart options. I have chosen to take the former option and set up the company later;

Company Setup Options

After this selection you will be taken back to the Additional Steps window where you can choose to create another new company or launch Microsoft Dynamics GP;

Additional Tasks

Ian Grieve

About Ian Grieve

Ian is a Microsoft Dynamics GP certified consultant specialising in the delivery of Microsoft Dynamics GP projects and currently working for Perfect Image Ltd., a Microsoft Partner and VAR in the North East of England. Ian has worked with Microsoft Dynamics GP since 2003 and, over the nine years since, has dealt with all aspects of the product life-cycle from presales, to implementation, to technical and functional training, to post go-live support and subsequent upgrades and process reviews. In his spare time, Ian runs the azurecurve | Ramblings of a Dynamics GP Consultant blog dedicated to Microsoft Dynamics GP and related products.
This entry was posted in Dynamics, GP, GP Utilities, Microsoft and tagged , , , , , , , . Bookmark the permalink.

One comment on “How To Install Microsoft Dynamics GP 2013 – How To Create A Company

  1. Pingback: How To Install Microsoft Dynamics GP 2013 – How To … – azurecurve : Interesting Findings & Knowledge Sharing

Leave a Reply

Your email address will not be published. Required fields are marked *

*

* Copy This Password *

* Type Or Paste Password Here *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>